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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
+14.54%
1 Year Est. Return
+23.69%
3 Year Est. Return
+58.47%
5 Year Est. Return
+69.86%
10 Year Est. Return
+300.85%
AUM
$744M
AUM Growth
+$22.4M
Cap. Flow
-$72M
Cap. Flow %
-9.68%
Top 10 Hldgs %
20.5%
Holding
262
New
7
Increased
15
Reduced
236
Closed
4

Top Buys

Rank Stock Value
1
TOL icon
Toll Brothers
TOL
+$1.21M
2
KEYS icon
Keysight
KEYS
+$1.2M
3
APC
Anadarko Petroleum
APC
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.04M
5
KEY icon
KeyCorp
KEY
+$982K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.79M
2
MSFT icon
Microsoft
MSFT
+$2.68M
3
AMZN icon
Amazon
AMZN
+$2.15M
4
RHT
Red Hat Inc
RHT
+$1.65M
5
BAC icon
Bank of America
BAC
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 18.51%
2 Financials 15.24%
3 Healthcare 14.29%
4 Consumer Discretionary 10.86%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LFUS icon
226
Littelfuse
LFUS
$11.7B
$893K 0.12%
4,896
-524
-10% -$96.7K
DE icon
227
Deere & Co
DE
$166B
$851K 0.11%
5,325
-433
-8% -$69.2K
PPG icon
228
PPG Industries
PPG
$26B
$832K 0.11%
7,369
-703
-9% -$75.3K
PE
229
DELISTED
PARSLEY ENERGY INC
PE
$818K 0.11%
42,405
+25,287
+148% +$464K
RHT
230
DELISTED
Red Hat Inc
RHT
$799K 0.11%
4,376
-9,206
-68% -$1.65M
HP icon
231
Helmerich & Payne
HP
$3.7B
$794K 0.11%
14,295
-1,319
-8% -$71.9K
APA icon
232
APA Corp
APA
$12.9B
$758K 0.1%
21,870
-2,099
-9% -$68.4K
TER icon
233
Teradyne
TER
$60.2B
$757K 0.1%
18,993
-1,858
-9% -$69.4K
MHK icon
234
Mohawk Industries
MHK
$8.97B
$754K 0.1%
5,980
-502
-8% -$65.4K
WBC
235
DELISTED
WABCO HOLDINGS INC.
WBC
$731K 0.1%
5,543
-424
-7% -$52.2K
TSLA icon
236
Tesla
TSLA
$1.26T
$710K 0.1%
38,070
-3,225
-8% -$64.7K
AMAT icon
237
Applied Materials
AMAT
$419B
$707K 0.1%
17,820
-3,104
-15% -$118K
ENTG icon
238
Entegris
ENTG
$21.8B
$704K 0.09%
19,730
-10,537
-35% -$351K
HAL icon
239
Halliburton
HAL
$27.1B
$702K 0.09%
23,975
-2,008
-8% -$60.6K
TSN icon
240
Tyson Foods
TSN
$20.6B
$674K 0.09%
9,702
-924
-9% -$57.2K
ULTA icon
241
Ulta Beauty
ULTA
$23.2B
$673K 0.09%
1,929
-385
-17% -$116K
IP icon
242
International Paper
IP
$21.5B
$662K 0.09%
15,104
-1,384
-8% -$60K
KMB icon
243
Kimberly-Clark
KMB
$36.1B
$661K 0.09%
5,334
-521
-9% -$60.5K
GIS icon
244
General Mills
GIS
$19.3B
$625K 0.08%
12,075
-915
-7% -$41.4K
WDC icon
245
Western Digital
WDC
$156B
$614K 0.08%
16,908
-1,594
-9% -$54.6K
DHI icon
246
D.R. Horton
DHI
$40.8B
$613K 0.08%
14,820
-1,313
-8% -$51.4K
EDU icon
247
New Oriental
EDU
$9.04B
$613K 0.08%
+6,800
New +$512K
ISRG icon
248
Intuitive Surgical
ISRG
$132B
$610K 0.08%
3,207
-270
-8% -$48K
ALB icon
249
Albemarle
ALB
$14.8B
$596K 0.08%
7,272
-558
-7% -$45.6K
FCFS icon
250
FirstCash
FCFS
$8.92B
$569K 0.08%
6,574
-574
-8% -$47.9K
7 8 9
10
11

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Sumitomo Life Insurance's Q1 2019 Portfolio in Review

As of Q1 2019, Sumitomo Life Insurance held 262 positions worth $744M, up 3.1% from $722M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $72M in Q1 2019, closing 4 positions and reducing 236 holdings. Its most notable exit was Juniper Networks, an estimated $1.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in Toll Brothers worth $1.22M.

  • Sumitomo Life Insurance's largest Q1 2019 buy was Toll Brothers: 33,777 shares worth $1.22M.
  • Sumitomo Life Insurance added most to Anadarko Petroleum in Q1 2019, an estimated $1.12M increase.
  • Sumitomo Life Insurance's biggest Q1 2019 reduction was Apple, cutting an estimated $2.79M.
  • Sumitomo Life Insurance fully exited Juniper Networks in Q1 2019, selling an estimated $1.5M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $744M portfolio in Q1 2019.
  • Sumitomo Life Insurance opened 7 new positions and closed 4 in Q1 2019.
  • Sumitomo Life Insurance's portfolio value rose 3.1% quarter-over-quarter to $744M.

Based on Sumitomo Life Insurance's 13F filing for Q1 2019, filed 17 Apr 2019.